We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1101
Mather Group
Illinois
$448K -$248K -8,692 -36%
GWSA
1102
Global Wealth Strategies & Associates
Colorado
$447K +$314 +11 +0.1%
KL
1103
Keenan LLC
Massachusetts
$447K +$171 +6 +0%
Principal Financial Group
1104
Principal Financial Group
Iowa
$447K -$17.8K -625 -4%
KV
1105
Kickstand Ventures
New York
$446K +$30.1K +1,053 +7%
DC
1106
Davenport & Co
Virginia
$446K -$61.2K -2,142 -12%
PPF
1107
Pacific Park Financial
California
$442K -$119K -4,159 -22%
BW
1108
BXM Wealth
Colorado
$441K +$428K +14,975 New
W
1109
Wealthquest
Ohio
$440K +$77.7K +2,721 +22%
SPW
1110
Sonoma Private Wealth
California
$438K – – –
NFA
1111
Northern Financial Advisors
Michigan
$438K -$19.2K -674 -4%
DFA
1112
DHJJ Financial Advisors
Illinois
$438K +$29 +1 +0%
EFG
1113
Elevated Financial Group
Indiana
$437K -$315K -11,024 -43%
PIM
1114
Penobscot Investment Management
Massachusetts
$436K -$3.43K -120 -0.8%
GM
1115
GeoWealth Management
Illinois
$435K +$99K +3,466 +31%
BWFA
1116
Baltimore-Washington Financial Advisors
Maryland
$433K -$32.1K -1,125 -7%
WJWM
1117
Williams Jones Wealth Management
New York
$432K -$152K -5,316 -27%
CWM
1118
Cadence Wealth Management
Massachusetts
$431K -$171 -6 -0%
SW
1119
SkyOak Wealth
Michigan
$429K – – –
PW
1120
Paladin Wealth
Minnesota
$428K – – –
BWL
1121
Bogart Wealth LLC
Virginia
$427K +$111K +3,900 +37%
Qube Research & Technologies (QRT)
1122
Qube Research & Technologies (QRT)
United Kingdom
$426K +$97K +3,398 +31%
PFS
1123
Prospera Financial Services
Texas
$426K -$657 -23 -0.2%
MFG
1124
Mainsail Financial Group
Washington
$425K +$413K +14,449 New
FW
1125
Fairway Wealth
Ohio
$423K – – –